Summary
Work History
Education
Skills
Languages
Personal Information
Overview
Certification
Websites
Timeline
BusinessDevelopmentManager
TUSHAR MEHRA

TUSHAR MEHRA

SAHARANPUR,UP

Summary

Detail-oriented and results-driven finance professional with 1.7 years of experience in Credit Management. Proven ability to handle All loan activities, involve in Releasing the payment to client. Involved to month end activities, closing all open cases, Handling Client Queries, Bank Reconciliation, and timely payments while maintaining strong internal controls. Skilled in credit analysis, customer account management, and collections, with a focus on minimizing risk. Proficient in ERP systems such as Oracle. Strong communication and analytical skills, with a commitment to accuracy and compliance in all financial operations. Seeking to contribute financial expertise and efficiency to a dynamic finance team.

Work History

Credit Relationship Manager

HDB Financial Services
07.2024 - 08.2025
  • Loan Underwriting:

Assess loan applications by analyzing CIBIL report, Banking analysis, Customer Profiles,and income proof to make credit decision.

  • Documentation & Compliance:

Review all documents to identify discrepancies and ensure compliance with company policy.

  • Reporting:

Prepare daily and monthly login and decision MIS( Management information Systems) report.

  • Customer Management:

Manage relationships for Secured/ unsecured personal loan and loans against property.

  • Verification:

Conduct dummy TVR (Telephonic Verification processes for loans.

  • Portfolio Management:

Take care of collection of front-end cases and maintain the branch portfolio, preparing weekly review reports.

Accountant

P. S Sethi and Co.
12.2023 - 05.2024
  • Audit Assistance:

Interns support the auditing process by gathering and organizing financial documents and procedures.

  • Financial Reporting:

Responsibilities include helping to prepare financial statements, balance sheets, and income statements.

  • Bookkeeping:

This involves maintaining accurate financial record, update ledgers, and performing data entry.

  • Financial Analysis:

Interns may analyze financial data a d help generate reports to provide insights into financial performance.

  • Record Keeping & Reconciliation:

Task include updating accounts receivable and payable, reconciling accounts, and maintaining accurate inventory records.

  • Administrative Support:

Assisting with various administrative duties such as preparing invoices and updating accounting files.

  • Project Collaboration:

Working with finance team on various accounting and financial projects.

  • Learning & Development:

Participating in meetings and training sessions to develop professional skills and gain practical experience.

Education

MBA - Finance& Business Analytics

Graphic Era Hill University
Dehradun
08.2022 - 06.2024

BBA - Finance

Graphic Era University
Dehradun
08.2019 - 06.2022

Skills

  • Financial Reporting
  • Reconciliation
  • Analytical skills
  • Invoice Processing
  • Adaptability
  • Microsoft Tools
  • Management skills
  • Teamwork
  • Payment Tracking
  • Credit Underwriting
  • Client Relationship management
  • Records management
  • Time management

Languages

English
Hindi

Personal Information

Title: Credit Relationship Manager

Overview

2
2
years of professional experience

Certification

Investment Banking Virtual Experience Program

August 2023

Over the Period of this training Program i have Completed practical tasks in:

Find some M&A targets

Target information and auction process

Financial analysis- run the numbers

Provide an investment recommendation

Timeline

Credit Relationship Manager

HDB Financial Services
07.2024 - 08.2025

Accountant

P. S Sethi and Co.
12.2023 - 05.2024

MBA - Finance& Business Analytics

Graphic Era Hill University
08.2022 - 06.2024

BBA - Finance

Graphic Era University
08.2019 - 06.2022
TUSHAR MEHRA